Bannerman Wealth
Bannerman Wealth is an SEC-registered wealth manager in Lewisville, TX with $176.6M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Bannerman Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 284677, SEC 801-117777, data through 2026-06-03.
- AUM (assets under management / regulatory AUM)
- $176.6M (2026-06-03)
- Firm type
- Wealth Manager
- Location
- Lewisville, TX
- Employees
- 6
- Clients
- 163
- CRD
- 284677
- Ownership
- JOSHUA K. BANNERMAN REVOCABLE TRUST; BANNERMAN, JOSHUA, KENNETH
How much AUM does Bannerman Wealth have?
Bannerman Wealth reported $176.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-03).
Who owns Bannerman Wealth?
Disclosed owners and executives of Bannerman Wealth include JOSHUA K. BANNERMAN REVOCABLE TRUST, BANNERMAN, JOSHUA, KENNETH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.